Give dividends as a private individual

Give your dividends to Erikshjälpen and increase the value of the gift up to 43 percent. The gift is tax-free, which means that the entire sum goes to Erikshjälpen's work for children's rights.

To avoid the tax, the dividend needs to be donated before you as a shareholder receive the dividend in your hand.

How to give dividends as an individual

  1. Print the form for the notification of beneficial owner/gift recipient
    Notification of right holder/grant recipient for Vp account
  2. Fill in the information on the form and decide which dividend(s) you will donate and how much
    (Erikshjälpen is pre-filled as the right holder / gift recipient)
  3. Contact your bank and ensure that the form is processed at least one week before the general meeting of the distributed company

Forms for transferring dividends entitlements are also available from your bank or the institution with which you have a securities account.

Keep in mind:

  • You can only donate cash dividends from listed Corporate.
  • If you are not sure when the general meeting will be held, contact your bank, asset manager or check the bank's website.
  • Make sure to keep the receipt, it should be attached to next year's tax return to avoid the tax.

What happens when?

January - February

Listed companies announce what they plan to pay in dividends.

March

Change the beneficiary of your dividend using the form "Notification of right holder/beneficiary for Vp account" linked above.

April - May

The general meeting decides on dividends to shareholders.

Approximately six days after the General Meeting, the dividend is paid out via VPC. If your Shares are in a VPC account, we will be notified by VPC that you have made a gift.

You pay no capital tax

When you give away Securities, Shares or dividends , neither you nor we pay any capital gains tax, so your gift increases in value by up to 43%.

Published: 04 May 2023

Pay with Swish by scanning the QR code

Listening
QR code Erikshjälpen
Do this:
  1. Open the Swish app.
  2. Press "Scan" and point the camera over the QR code.
  3. Confirm and sign the payment with mobile BankID.